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THE HELIX SCHOOL — THE HELIX SCHOOL 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250422114644NAL0009038034001
THE HELIX SCHOOL
Form 5500-SF
FILING_RECEIVED
THE HELIX SCHOOL 401K PLAN
401(k) retirement plan
Active participants
50
Accounts w/ balance
26
Plan assets (EOY)
$319K
Net assets (EOY)
$319K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE HELIX SCHOOL
.
Find decision makers
Plan sponsor
Name
THE HELIX SCHOOL
EIN
47-3699669
Address
161 MITCHELL BLVD · SAN RAFAEL, CA · 94903
Phone
(415) 569-5063
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
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METROPOLITAN COUNCIL FOR EDUCATIONAL OPPORTUNITY
METROPOLITAN COUNCIL FOR EDUCATIONAL OPPORTUNITY 401(K) PROFIT SHARING PLAN
80
Knocking points off
52% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$319K · 22 participants
TULSA REGIONAL STEM ALLIANCE, INC.
TULSA REGIONAL STEM ALLIANCE 401(K) PLAN
$319K · 13 participants
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
